Capstan Financial Consulting Group - Sarasota (FL)

Frank Albano Great company for any type of life insurance, estate planning, and financial planning. Limit the tax liability for your heirs upon your passing with a bulletproof estate plan prepared by Archer Financial Group. Why live your wealth to the government when your loved ones deserve it

jonathan perez rodriguez I work at a new and used car dealership, and the person who helps me get the best insurance and gives me the best service is Miss Grettel Labrada. Shes an excellent worker and super professional. I congratulate her and recommend her 100%.

Ian C Always a wonderful experience getting my taxes done with karen at a better ledger, quick efficient and never a doubt in my mind they are done perfectly. I love the yearly comparisons on my breakdown I get every year. I can’t say enough amazing things about this company and Karen!!!

daniel vreman Getting in contact with SeaCoast Financial Partners was extremely helpful. Danny was able to explain and guide us toward exactly what fit our needs. He quickly picked up the phone, was very friendly and easy to talk to.

Ariel Loftis Shane is amazing! He signed me up for a checking/savings account. He is super helpful and informational. I am very impressed with his customer service skills! He needs a raise

Rick Kirkendall Attended ukulele concert for the seniors. This was performed by the students of the COA Uke class which is taught by Julie & Jim Bo Black. They give back much to our community.

Ellen Hencken Nelson Financial Planning deserves more than 5 stars. We’ve been fortunate to work with this amazing company for more than 2 decades. Their personalized customer service and attention to detail is always apparent with every interaction. We would HIGHLY recommend this wonderful company to anyone looking for investment guidance and retirement planning.